



January 2000 -
Naming a Trust as Beneficiary of an IRA.
February 2000 -
IRAs - TO RECALCULATE OR NOT
March
2000 - "Fame" and Fortune.
April 2000 - Is
There a Fortune in Your "Fame?"
May 2000 - TAX
STRATEGIES FOR FUNDING HIGHER EDUCATION COSTS
June 2000 -
QPRTs - NOW IS THE TIME
July 2000 - MEDICAID
PLANNING
August 2000 -
WHITHER THE FAMILY COTTAGE?
September 2000
- PRESERVING THE FAMILY FARM
November 2000 -
IRA’s - MONEY DOWN THE DRAIN?
January 2001 -
ESTATE PLANNING FOR "SPECIAL NEEDS"
February 2001 -
NEW IRA DISTRIBUTION RULES - A kinder, gentler IRS?
March 2001 - DONOR
ADVISED FUNDS - A SOLUTION TO CHARITABLE GOALS?
April 2001 - ESTATE
TAX MAZE - CANADIAN CITIZENS
May 2001 - WHAT’S
HAPPENING?
June 2001 -
HAVE YOUR CLIENTS FLIPPED FOR FLIP’S?
August 2001 -
SECTION 529 PLANS JUST GOT BETTER!
October 2001 -
INTEREST RATES, CHARITABLE GIVING AND ESTATE TAXES
December 2001 -
VALUATION MAZE
February 2002 -
CHARITABLE LEAD TRUSTS - Do They Still Make Sense?
March 2002 - GIFT
ANNUITIES - An opportunity for both clients and
non-profits
April 2002 - IRA’S
- Are your clients ahead of the wave?
May 2002 - TRUSTS AND
ASSET PROTECTION
August 2002 -
TRANSFERS OF WEALTH - QUESTIONS FOR EVERY FAMILY
September 2002
- MEDICAID ANNUITIES - IMPORTANT ALERT
October 2002 -
IRA’S AND CHARITABLE GIVING
December 2002 -
THE WALTON FAMILY AND GRAT
January 2003 -
PRIVATE FOUNDATION - GOOD OR BAD?
February 2003 -
CHARITABLE TRUSTS AND LOW INTEREST RATES
April 2003 -
MARITAL DEDUCTION - LOST BUT NOT FORGOTTEN
May 2003 - SECOND
MARRIAGES - UNIQUE PROBLEMS
June 2003 - SNAKE
OIL
July 2003 -
CONTINUING SAGA - FAMILY LP’s AND LLC’s
August 2003 - WHO
WILL BE TRUSTEE?
September 2003
- TOTAL RETURN TRUSTS
October 2003 -
DECLINING ESTATE TAXES AND CHARITABLE GIVING
November
2003 - IRA’s - WHO IS THE BENEFICIARY?
December 2003 -
IRA’s - TRUSTS AS BENEFICIARIES
February 2004 -
IRA’s - CHARITABLE REMAINDER TRUSTS AND BENEFICIARIES
March 2004 -
POSTMORTEM ESTATE PLANNING - DISCLAIMERS
APRIL, 2004 -
ESTATE TAXES - WHO WRITES THE CHECK?
May, 2004 - COSTLY
MISTAKE BY WELLS FARGO
June, 2004 - THE
MICHIGAN PRUDENT INVESTOR RULE - TRUSTEE TRAP?
July, 2004 -
TRUSTEES’ TRANQUILIZER OR NIGHTMARE - UPIA
August, 2004 -
HOMESTEAD EXEMPTION - USEFUL POINTS
September, 2004
- DIVORCE - IF EVER THE TWAIN SHALL PART
October, 2004 -
MARITAL AGREEMENTS - ARE THEY ENFORCEABLE?
November/December, 2004 - LOW RATES ARE HERE
AGAIN
January, 2005 -
HEALTH SAVINGS ACCOUNTS
February, 2005 -
Family Limited Partnerships and Gifting
March, 2005 - Is
Estate Planning Obsolete?
April, 2005 -
Schiavo Revisited
May, 2005 - Asset
Protection - An Alert
June, 2005 -
Bankruptcy Anyone?
July, 2005 - SPECIAL
GIFT TAX EXCLUSIONS - TUITION AND MEDICAL EXPENSES
August, 2005 -
SPRAY OR SPRINKLE - SPREAD IT AROUND
September, 2005
- DO YOU REALLY WANT TO BE TRUSTEE?
October, 2005 -
TAX PLANNING AFTER DEATH
November, 2005 -
THE MEDICARE DRUG PLAN IS HERE
January, 2006 -
ESTATE PLANNING AND ASSET PROTECTION
February, 2006 -
LIMITED LIABILITY COMPANIES - A HELPFUL TOOL
March, 2006 - ASSET
PROTECTION - TRUST PRIMER
April, 2006 -
DELAWARE TRUSTS - ASSET PROTECTION FOR YOUR CLIENTS?
May, 2006 - PRIVATE
ANNUITIES - HAVING YOUR CAKE AND EATING IT
June, 2006 -
WHO IS THE TRUSTEE?
July, 2006 -
CHARITABLE REMAINDER TRUST, GREAT BENEFICIARY
August, 2006 -
CHARITABLE GIFTING MADE
EASIER
September, 2006 - Family
Member as
Caregiver
October, 2006 - Further
Reminders
November, 2006 - Social
Security - What a Deal!
January, 2007 - Donor Advised Funds - Who Really Benefits?
February, 2007 - Big News for
Estate Planners - FLP Guidelines
March 2007 - Doing Well While Doing Good
April 2007 - To Bury Or Not To
Bury
May 2007 - The Realities of Wealth
Transfer
June 2007 - We Love Our
Grandchildren
July 2007 - Grandchildren
Legacies
August 2007 - Warning: Annuities
Can
Bite!
September 2007 - Michigan
Bandaids
October 2007 - The Window Is
Closing
November 2007 - Estate Taxes
and Life
Insurance
January 2008 - The Death
Monster
February 2008 - Too Good To Be
True
Whither Goeth The Estate
Tax?
April 2008 - The Case for Asset
Protection
May 2008 - Retirement Accounts -
Smart Planning Can Save Big
Money
June 2008 - Saving The
Cottage
July 2008 - Urgent News Re:
Charitable
Trusts
August 2008 - Important
Homestead
News
September 2008 - King Henry
VIII and Queen Elizabeth
Repealed
January, 2009 Gifts - To
Report Or Not To
Report
February, 2009 - All In The
Family
March, 2009 Anatomical Gifts
- Recent
Developments
April, 2009
Divorce Trap
May, 2009 Special Deal on Long
Term Care
Insurance
June, 2009 Senior Life Preserver
- Reverse
Mortgage?
July, 2009 Life Insurance Trusts -
Alive or
Dead?
August, 2009 2010 - Your
IRS Get Out of Jail Free
Card
September, 2009 Trusts - New
Michigan
Rules
October, 2009 Gifting - Who Gives
and Who
Gets?
November/December, 2009 WHAT
A
MESS!
January, 2010 - Taxpayer Wins
Uncapping Case
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